Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of June 18, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
-0.56%
18.91%
39.12%
12.04%
-2.73%
21.59%
11.16%
-13.10%
35.53%
3.28%
15.18%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
2.17%
20.19%
31.66%
14.85%
-2.59%
14.37%
13.41%
-11.86%
26.34%
0.17%
17.38%
-0.29%
16.02%
37.66%
13.98%
-1.80%
15.26%
17.04%
-12.42%
27.99%
2.54%
16.16%
-1.81%
18.86%
36.57%
10.15%
-2.27%
15.68%
13.69%
-11.44%
30.83%
4.27%
15.79%
-0.52%
16.66%
30.26%
16.55%
-1.36%
23.07%
11.79%
-12.84%
29.12%
1.88%
13.31%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.90%
3.55%
17.13%
43.03%
12.27%
12.12%
12.60%
9.84%
10.80%
12.14%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
-5.08%
2.32%
18.85%
43.17%
8.93%
10.11%
11.45%
9.13%
10.29%
11.97%
-3.55%
1.21%
17.40%
43.29%
9.57%
11.68%
12.03%
--
--
9.14%
-3.68%
2.43%
17.17%
42.44%
11.19%
11.80%
11.80%
9.23%
--
9.55%
-3.94%
1.29%
14.01%
35.50%
8.78%
10.33%
11.84%
9.97%
--
10.53%
As of June 18, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of May 31, 2021